Axis Midcap Fund vs HDFC Mid compare

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tortoise-icon HDFC Mid-Cap Opportunities Fund - Growth Plan

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tortoise-icon Axis Midcap Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name HDFC Mid-Cap Opportunities Fund - Growth Plan Axis Midcap Fund - Regular Plan - Growth
Fund HDFC Mid-Cap Opportunities Fund - Growth Plan Axis Midcap Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹70563 Cr ₹30145 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 25 Jun 2007 06 Feb 2011
Category Mid Cap Mid Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Midcap 150 TRI BSE 150 MidCap Index
Turn Over 14.6% 23%
Expense Ratio 1.41 1.57
Manager Dhruv Muchhal Shreyash Devalkar
ISIN Code INF179K01CR2 INF846K01859
Exits Load Exit load of 1% if redeemed within 1 year./365 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365

Trailing Lumpsum Returns

Scheme Name HDFC Mid-Cap Opportunities Fund - Growth Plan Axis Midcap Fund - Regular Plan - Growth
1 Month 0.31% 7.22%
6 Month 20.71% 27.55%
1 Year 47.47% 42.38%
3 Year 30.25% 18.26%
5 Year 30.78% 26.29%

SIP Return Analysis

Scheme Name HDFC Mid-Cap Opportunities Fund - Growth Plan Axis Midcap Fund - Regular Plan - Growth
6 Month - -
1 Year 20.42% 22.32%
3 Year 61.3% 43.83%
5 Year 122.32% 85.21%

Rolling Lumpsum Returns

Scheme Name HDFC Mid-Cap Opportunities Fund - Growth Plan Axis Midcap Fund - Regular Plan - Growth
1 Year 31.42% 25.5%
3 Year 87.81% 62.31%
5 Year 131.47% 94.68%

Risk Management

Scheme Name HDFC Mid-Cap Opportunities Fund - Growth Plan Axis Midcap Fund - Regular Plan - Growth
Standard Deviation 12.9% 13.08%
Sharp 1.61% 1.02%
Beta 0.85% 0.8%
Alpha 4.63% -1.29%

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Fund Managers

Scheme Name HDFC Mid-Cap Opportunities Fund - Growth Plan Axis Midcap Fund - Regular Plan - Growth
Name Dhruv Muchhal Shreyash Devalkar
Total AUM ₹520687 Cr ₹166770 Cr
Fund Manage 40 14
HDFC Mid-Cap Opportunities Fund - Growth Plan Axis Midcap Fund - Regular Plan - Growth

Market Cap

Scheme Name

HDFC Mid-Cap Opportunities Fund - Growth Plan

Axis Midcap Fund - Regular Plan - Growth

Others 6.22 9.13
Mid Cap 65.36 65.23
Large Cap 8.77 22.39
Small Cap 19.65 3.26

Sector Allocation

Scheme Name

HDFC Mid-Cap Opportunities Fund - Growth Plan

Axis Midcap Fund - Regular Plan - Growth

Others 6.22 5.04
Leisure Services 4.46 -
Auto Components 8.7 -
Insurance 3.89 0.52
Banks 10.64 -
Healthcare Services 4.47 -
Telecom - Services 2.87 -
Pharmaceuticals & Biotechnology 7.51 -
Consumer Durables 5.9 -
IT - Software 7.3 -
Petroleum Products 2.34 -
Ferrous Metals 2.22 -
Industrial Products 9.14 -
Chemicals & Petrochemicals 4.16 -
Finance 6.25 -
Cement & Cement Products 1.59 -
Financial Technology (Fintech) 1.41 -
Aerospace & Defense 1.17 -
Construction 2.77 3.38
Commercial Services & Supplies 1.08 -
Capital Markets 0.91 -
Agricultural Food & other Products 0.74 -
Personal Products 0.72 -
Textiles & Apparels 1.11 -
Gas 0.53 -
Agricultural, Commercial & Construction Vehicles 0.44 -
Entertainment 0.41 -
Printing & Publication 0.36 -
Fertilizers & Agrochemicals 0.47 -
Media 0.13 -
Cigarettes & Tobacco Products 0.09 -
Materials - 7.43
Capital Goods - 17.55
Services - 10.09
Financial - 12.69
Automobile - 11.62
Healthcare - 8.69
Chemicals - 7.13
Technology - 3.37
Communication - 2.16
Metals & Mining - 2.62
Consumer Discretionary - 1.68
Diversified - 2.09
Energy - 3.26
Textiles - 0.69

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